WE

Wealth Effects Portfolio holdings

AUM $311M
1-Year Est. Return 37.8%
This Quarter Est. Return
1 Year Est. Return
+37.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$661K
2
+$526K
3
+$524K
4
TSL icon
GraniteShares 1.25x Long TSLA Daily ETF
TSL
+$515K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$514K

Top Sells

1
+$338K
2
+$331K
3
+$298K
4
AAPL icon
Apple
AAPL
+$259K
5
CI icon
Cigna
CI
+$238K

Sector Composition

1 Healthcare 23.97%
2 Technology 21.73%
3 Financials 7.33%
4 Communication Services 5.72%
5 Industrials 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$455K 0.23%
48,100
+500
102
$454K 0.23%
5,892
-99
103
$450K 0.23%
1,310
+280
104
$441K 0.23%
2,080
+45
105
$433K 0.22%
9,700
+800
106
$424K 0.22%
2,877
+1
107
$420K 0.22%
5,554
108
$420K 0.22%
25,602
+46
109
$419K 0.21%
7,592
+287
110
$419K 0.21%
5,608
+230
111
$417K 0.21%
23,820
-7,304
112
$406K 0.21%
6,164
+650
113
$404K 0.21%
5,000
114
$401K 0.21%
980
115
$396K 0.2%
56,500
+8,458
116
$382K 0.2%
19,600
-201
117
$377K 0.19%
2,267
118
$377K 0.19%
1,689
+2
119
$373K 0.19%
19,373
+253
120
$373K 0.19%
1,333
121
$371K 0.19%
15,650
+1,750
122
$367K 0.19%
2,391
+20
123
$365K 0.19%
1,907
+11
124
$359K 0.18%
2,650
125
$354K 0.18%
10,125
+850
3 4
5
6 7